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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,471 | $73,863-64.2% | $143,797-81.6% | $68,490-61.4% |
| Participation rate | 87.0% | 66.7%+20.4pp | 80.3%+6.7pp | 67.9%+19.1pp |
| Annual return | -14.97% | 0.91%-15.9pp | -0.04%-14.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $2,088 | $3,185-34.4% | $4,952-57.8% | $2,597-19.6% |
| Participant deferral / active EE | $5,660 | $3,385+67.2% | $5,638+0.4% | $4,028+40.5% |
| Admin fee / account holder | $2,339 | $5,756-59.4% | $14,679-84.1% | $5,403-56.7% |